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Livermore
Livermore
ZHEN

Waller Financial Planning Group, Inc

SEC CIK
0001736079
Latest filing
Oct 7, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Waller Financial Planning Group, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q3 2026 holdings

Shares (Q3 2026)
786
Value
$570.4K
% of portfolio
0.1%
Quarters held
16
Since Q2 2021
Holdings of META by Waller Financial Planning Group, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2026786$570.4K0.1%−24−3.0%ReducedHolders
Q2 2026810$456.5K0.1%+149+22.5%AddedHolders
Q1 2026661$378.0K0.1%+1+0.2%AddedHolders
Q4 2025660$435.9K0.1%+3+0.5%AddedHolders
Q3 2025657$482.5K0.1%00.0%UnchangedHolders
Q2 2025657$484.7K0.1%−154−19.0%ReducedHolders
Q1 2025811$467.6K0.1%+171+26.7%AddedHolders
Q4 2024640$374.7K0.1%+1+0.2%AddedHolders
Q3 2024639$366.1K0.1%00.0%UnchangedHolders
Q2 2024639$322.2K0.1%−40−5.9%ReducedHolders
Q1 2024679$329.5K0.1%−9−1.3%ReducedHolders
Q4 2023688$243.5K0.1%+10+1.5%AddedHolders
Q3 2023678$203.5K0.1%+678NewHolders
Q1 20220$00.0%−635−100.0%Sold outHolders
Q4 2021635$214.0K0.1%00.0%UnchangedHolders
Q3 2021635$216.0K0.1%00.0%UnchangedHolders
Q2 2021635$221.0K0.1%+635NewHolders